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Pull out the substance of this filing.

What was filed

  • 153

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • TD Ameritrade Trust
  • Sound Stewardship LLC
  • George Mason University Antonin Scalia Law School
  • Self-employed attorney

As filed

Capitol Federal Cash Accounts — Interest

Ally Bank Cash Account — Interest

Fidelity 401(k) # 1 (H)

Eventide Healthcare & Life Sciences N — Dividend — Buy (add'l)

Fidelity Cash Reserves Account — Interest

Fidelity Spartan Intl Idx — Dividend — Buy (add'l)

Fidelity Spartan Intl Idx — Buy (add'l)

Guggenheim BulletShares 2019 Corp Bond — Dividend — Matured

Guggenheim BulletShares 2020 Corp Bond — Dividend

Guggenheim BulletShrs®2019 HY CorpBd ETF — Dividend — Matured

Guggenheim BulletShrs®2020 HY CorpBd ETF — Dividend

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

iShares Core S&P Mid-Cap ETF — Dividend — Buy (add'l)

iShares Core S&P Small-Cap ETF — Dividend — Buy (add'l)

iShares Core S&P Small-Cap ETF — Buy (add'l)

iShares Core Total Aggregate US Bond ETF — Dividend — Sold

iShares iBoxx $ High Yield Corporate Bd — Dividend — Buy (add'l)

iShares iBoxx $ High Yield Corporate Bd — Buy (add'l)

iShares International Treasury Bond — Dividend — Buy (add'l)

iShares JPMorgan USD Emerg Markets Bond — Dividend — Buy (add'l)

iShares MSCI EAFE Small-Cap — Dividend — Buy (add'l)

iShares MSCI EAFE Small-Cap — Buy (add'l)

iShares TIPS Bond ETF — Dividend — Buy (add'l)

Schwab Fundamental Intl Lg Co ETF — Dividend — Buy (add'l)

Schwab Fundamental Intl Lg Co ETF — Buy (add'l)

Schwab Fundamental US Broad Market ETF — Dividend — Buy (add'l)

Schwab Fundamental US Small Company ETF — Dividend — Buy (add'l)

Schwab Fundamental US Small Company ETF — Buy (add'l)

SPDR Barclays Capital EM Local Bond ETF — Dividend

Vanguard FTSE Emerging Markets ETF — Dividend — Buy (add'l)

Vanguard Information Technology ETF — Dividend

Vanguard Short-Term Bond ETF — Dividend — Buy

Vanguard Short-Term Bond ETF — Buy (add'l)

WisdomTree Emerging Mkts SmallCap Div — Dividend — Buy (add'l)

Fidelity 401(k) # 2 (H)

VANG INST TR 2050 — Int./Div. — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

TD Ameritrade IRA # 2 (H)

TD Ameritrade Cash Account — Interest

Guggenheim BulletShares 2019 Corp Bond — Dividend — Matured

Guggenheim BulletShares 2020 Corp Bond — Dividend

Guggenheim BulletShrs 2019 HY CorpBd ETF — Dividend — Matured

Guggenheim BulletShrs®2020 HY CorpBd ETF — Dividend

iShares TIPS Bond ETF — Dividend

PowerShares Emerging Mkts Sovereign Debt — Dividend

SPDR Barclays Capital EM Local Bond ETF — Dividend

SPDR Barclays International Treasury Bd — Dividend

Vanguard FTSE Developed Markets ETF — Dividend

Vanguard Information Technology ETF — Dividend

Vanguard Short-Term Bond — Dividend — Buy

Vanguard Short-Term Bond — Buy (add'l)

Vanguard Total Bond Market ETF — Dividend — Sold

TD Ameritrade Roth IRA # 1 (H)

TD Ameritrade Cash Account — Interest

Eventide Healthcare & Life Sciences N — Dividend — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Dividend

TD Ameritrade Roth IRA # 2 (H)

TD Ameritrade Cash Account — Interest

iShares MSCI EAFE Small-Cap — Dividend

Vanguard FTSE Emerging Markets ETF — Dividend

WisdomTree Emerging Mkts SmallCap Div — Dividend — Buy (add'l)

TD Ameritrade Trust # 1 (H)

Bershire Hathaway — None

Casey s General Stores Inc — Dividend — Donated

Casey s General Stores Inc — Sold

TD Ameritrade Cash Account — Interest

Eventide Healthcare & Life Sciences N — Dividend — Sold (part)

Eventide Healthcare & Life Sciences N — Buy (add'l)

Fidelity® Select Transportation — Dividend

iShares Core S&P Mid-Cap ETF — Dividend — Buy

iShares Core S&P Small-Cap ETF — Dividend — Buy (add'l)

iShares MSCI EAFE Small-Cap — Dividend — Buy

iShares TIPS Bond ETF — Dividend

McDonald s Corporation — Dividend

Phillips 66 — Dividend

Schwab Fundamental Intl Lg Co ETF — Dividend — Buy

Schwab Fundamental US Small Company ETF — Dividend — Buy (add'l)

SPDR Barclays High Yield Bond — Dividend — Buy (add'l)

SPDR Barclays High Yield Bond — Sold (part)

SPDR Barclays High Yield Bond — Buy (add'l)

SPDR Barclays International Treasury Bd — Dividend

U.S. Bancorp — Dividend — Sold (part)

U.S. Bancorp — Donated (part)

Vanguard Dividend Appreciation ETF — Dividend

Vanguard FTSE Developed Markets ETF — Dividend — Buy

Vanguard FTSE Emerging Markets ETF — Dividend

Vanguard Information Technology ETF — Dividend

Vanguard Target Retirement 2050 Inv — Dividend

Vanguard Total Bond Market ETF — Dividend — Sold

Walgreen Boots Alliance Inc Com — Dividend

Walt Disney Co — Dividend

WisdomTree Emerging Mkts SmallCap Div — Dividend — Sold (part)

WisdomTree Emerging Mkts SmallCap Div — Buy (add'l)

TD Ameritrade UTMA # 1 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares (X) — None

TD Ameritrade Cash Account — Interest

Kimberly-Clark Corp (X) — None

Kraft Heinz Co — Dividend

McDonald s Corporation — Dividend

The Hershey Co — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

TD Ameritrade UTMA # 2 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares (X) — None

TD Ameritrade Cash Account — Interest

Kimberly-Clark Corp (X) — None

Kraft Heinz Co — Dividend

McDonald s Corporation — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

TD Ameritrade UTMA # 3 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares (X) — None

TD Ameritrade Cash Account — Interest

Kimberly-Clark Corp (X) — None

Kraft Heinz Co — Dividend

McDonald s Corporation — Dividend

The Hershey Co — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

Vanguard 529 # 1 (H)

Vanguard Aggressive Age-Based Option: 90/10 Portfolio (X) — None — Closed

Vanguard Aggressive Age-Based Option: 80/20 Portfolio — None

Vanguard Conservative Age-Based Option: 40/60 Portfolio (X) — None — Closed

Vanguard Conservative Age-Based Option: 30/70 Portfolio — None

Vanguard 529 # 2 (H)

Vanguard Aggressive Age-Based Option: Aggressive Grth Portfolio (X) — None — Closed

Vanguard Aggressive Age-Based Option: 90/10 Portfolio — None

Vanguard Moderate Growth - Conservative Age-based (X) — None — Closed

Vanguard Conservative Age-Based Option: 40/60 Portfolio — None

Vanguard 529 # 3 (H)

Vanguard Aggressive Age-Based Option: Aggressive Grth Portfolio — None

Vanguard Conservative Age-Based Option: 60/40 Portfolio (X) — None — Closed

Vanguard Moderate Growth - Conservative Age-based — None

Trustee, TD Ameritrade Trust

Liability — Sound Stewardship LLC — Financial planning services

Reimbursement — George Mason University Antonin Scalia Law School — April 25-26, 2019 — Arlington, VA — Antonin Scalia Forum — Food and lodging

Spouse's income — 2019 — Self-employed attorney

Vanguard 529s: The statements provided do not include any information as to the income earned during the reporting period.

Change in funds in the 529 accounts were custodian automatic exchanges based on the child's age.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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